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Newbridge Financial Services Group’s CDW CDW Stock Holding History

Newbridge Financial Services Group’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$3.57K – 1422
2022
Q4 		$3.57K Hold
20
– – ﹤0.01% 1124
2022
Q3 		$3K Buy
+20
New +$3.43K ﹤0.01% 1114
2022
Q2 		– Sell
-20
Closed -$4K – 1381
2022
Q1 		$4K Buy
+20
New +$3.66K ﹤0.01% 1129
2021
Q1 		– Sell
-9
Closed -$1K – 1388
2020
Q4 		$1K Sell
9
-254
-97% -$33.3K ﹤0.01% 1013
2020
Q3 		$31K Buy
+263
New +$30.1K 0.03% 394

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newbridge Financial Services Group's CDW Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of CDW (CDW) in Q1 2023, closing a stake of 20 shares — an estimated $3.57K sold.

Newbridge Financial Services Group first reported a position in CDW in Q3 2020 and held it in 5 quarters. The position peaked at $31K in Q3 2020. 814 funds tracked by Wall St. Rank hold CDW as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining CDW position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 20 CDW shares in Q1 2023, an estimated $3.57K.
  • Newbridge Financial Services Group first reported a position in CDW in Q3 2020 and held it in 5 quarters.
  • Newbridge Financial Services Group's CDW position peaked at $31K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held CDW as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.